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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,186 | $71,878+26.9% | $86,698+5.2% | $68,486+33.1% |
| Participation rate | 60.0% | 72.2%-12.2pp | 76.6%-16.6pp | 67.9%-7.9pp |
| Annual return | -15.85% | 3.53%-19.4pp | 35.95%-51.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $598 | $2,173-72.5% | $2,837-78.9% | $2,597-77.0% |
| Participant deferral / active EE | $1,674 | $3,779-55.7% | $4,656-64.0% | $4,028-58.4% |
| Admin fee / account holder | $1,399 | $6,113-77.1% | $7,493-81.3% | $5,404-74.1% |